Original filing (PDF)20241015133202NAL0057850738001

S&P ENTERPRISE, LLC DBA ALOHA ROADWAY SERVICES

Name: S&P ENTERPRISE, LLC DBA ALOHA ROADWAY SERVICES — S&P ENTERPRISE, LLC DBA ALOHA ROADWAY SERVICES 401(K) PLAN AND TRUST, Form 5500 (2023)
Creator: S&P ENTERPRISE, LLC DBA ALOHA ROADWAY SERVICES

Form 5500-SF

FILING_RECEIVED

S&P ENTERPRISE, LLC DBA ALOHA ROADWAY SERVICES 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$46K

Net assets (EOY)

$46K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for S&P ENTERPRISE, LLC DBA ALOHA ROADWAY SERVICES.

Plan sponsor

Name

S&P ENTERPRISE, LLC DBA ALOHA ROADWAY SERVICES

EIN

85-0492031

Address

87-494 MANUAIHUE STREET · WAIANAE, HI · 96792

Phone

(808) 517-3990

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

BREEZE COACH LEASING INC

$46K · 20 participants

WESTERN TRAFFIC CONTROL

WESTERN TRAFFIC CONTROL 401(K) PLAN

$45K · 495 participants

JERNIGAN TRANSPORT INC

JERNIGAN TRANSPORT INC 401(K) PROFIT SHARING PLAN & TRUST

$48K · 9 participants

MELLOS DIESEL SERVICE INC

MELLOS DIESEL SERVICE INC 401(K) PROFIT SHARING PLAN & TRUST

$49K · 4 participants

GO EVERYWHERE TRUCKING INC

GO EVERYWHERE TRUCKING INC 401(K) PROFIT SHARING PLAN & TRUST